+272.9%
HWKN vs VT
+65.7%
+207.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.8% |
| 7D | -0.8% | -0.1% | -0.7% | -0.7% |
| 30D | -3.9% | -0.7% | -3.2% | -3.3% |
| 3M | -19.3% | +4.0% | -23.3% | -22.1% |
| 6M | -17.8% | +12.3% | -30.1% | -26.1% |
| YTD | -11.4% | +14.0% | -25.4% | -21.3% |
| 1Y | -26.7% | +20.3% | -47.0% | -37.7% |
| 3Y | +107.4% | +75.4% | +31.9% | +30.4% |
| 5Y | +272.9% | +66.0% | +206.9% | +142.9% |
| All | +272.9% | +65.7% | +207.2% | +142.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling